Funds From: GWPBX - American Funds Growth Portfolio B - World Stock to gvlax - AllianzGI Retirement 2035 Administrative - Target Date 2031-2035


  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: AXA SA , Taiwan Semiconductor Manufacturing Co Ltd , Novartis AG , EDP - Energias de Portugal SA , ORANGE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Prosperity Bancshares, Inc. , CubeSmart , The GEO Group Inc , PrivateBancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Alimentation Couche-Tard Inc , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Digital Realty Trust Inc , Deere & Co , Fidelity National Financial Inc , Marathon Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , iShares MSCI EAFE , Vodafone Group PLC , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for orrwx investment picks
  • Holdings: Hewlett-Packard Co , Walter Investment Management Corp , WPX Energy Inc Class A , Dundee Corp , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , International Container Terminal Services Inc , Naspers Ltd Class N , Novo Nordisk A/S Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for eafhx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Russell 1000 Index Master ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Berkshire Hathaway Inc Class B , Johnson & Johnson , Microsoft Corp , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI EAFE Index Future Mar15 , Novartis AG , FTSE 100 Index (New Style) Future Mar15 , HSBC Holdings PLC , Nestle SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , ACE Ltd , Avago Technologies Ltd , United Technologies Corp , Intel Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for MQLKX investment picks
  • Holdings: MSCI EAFE Index Future Mar15 , Sanofi , Novartis AG , GlaxoSmithKline PLC , Daimler AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for citbx investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMRX investment picks
  • Holdings: AllianzGI Best Styles US Equity R6 , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO 1-5 Year U.S. TIPS ETF , AllianzGI Best Styles Intl Eq R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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Funds From: GWPBX - American Funds Growth Portfolio B - World Stock to gvlax - AllianzGI Retirement 2035 Administrative - Target Date 2031-2035
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